SEC 13F Intelligence

Heritage Wealth Advisors / UNP

Heritage Wealth Advisors’s Union Pac Corp Position

Does Heritage Wealth Advisors own Union Pac Corp (UNP)? Yes — 133.4K shares worth $32M (+1.26% of its 13F portfolio) as of Q1 2026, down from 162.8K shares the prior filed quarter.

Position Value
$32M
Q1 2026
Shares
133.4K
% of Portfolio
+1.26%
Quarters Held
30
currently held

Position History UNP

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3.0BQ2 ’19: $3.1BQ3 ’19: $4MQ4 ’19: $4.5BQ4 ’19Q1 ’20: $4.0BQ2 ’20: $9.5BQ3 ’20: $11.6BQ4 ’20: $14MQ4 ’20Q1 ’21: $16.1BQ2 ’21: $18.0BQ3 ’21: $16.7BQ4 ’21: $23.1BQ4 ’21Q1 ’22: $26MQ2 ’22: $27MQ3 ’22: $23MQ4 ’22: $26MQ4 ’22Q1 ’23: $26MQ2 ’23: $28MQ3 ’23: $28MQ4 ’23: $33MQ4 ’23Q1 ’24: $780,556Q2 ’24: $33MQ3 ’24: $37MQ4 ’24: $34MQ4 ’24Q1 ’25: $36MQ2 ’25: $36MQ3 ’25: $38MQ4 ’25: $38MQ4 ’25Q1 ’26: $32Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026133.4K$32M+1.26%
Q4 2025162.8K$38M+1.44%
Q3 2025160.0K$38M+1.66%
Q2 2025154.8K$36M+1.69%
Q1 2025153.8K$36M+1.84%
Q4 2024149.8K$34M+1.69%
Q3 2024148.5K$37M+1.72%
Q2 2024145.4K$33M+1.49%
Q1 202421.8K$780,556+0.04%
Q4 2023133.7K$33M+1.64%
Q3 2023135.7K$28M+1.51%
Q2 2023134.8K$28M+1.46%
Q1 2023130.1K$26M+1.46%
Q4 2022124.1K$26M+1.49%
Q3 2022120.1K$23M+1.70%
Q2 2022126.2K$27M+1.87%
Q1 202296.7K$26M+1.46%
Q4 202191.8K$23.1B+1.27%
Q3 202185.0K$16.7B+1.02%
Q2 202181.8K$18.0B+1.11%
Q1 202172.9K$16.1B+0.97%
Q4 202068.4K$14M+0.89%
Q3 202058.9K$11.6B+1.50%
Q2 202056.0K$9.5B+1.32%
Q1 202028.5K$4.0B+0.72%
Q4 201925.1K$4.5B+0.60%
Q3 201921.8K$4M+0.52%
Q2 201918.6K$3.1B+0.48%
Q1 201918.1K$3.0B+0.50%
Q4 201816.0K$2M+0.43%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Heritage Wealth Advisors’s full portfolio or all institutional holders of UNP.